Junior Paraplanner - Flexible Hours & Growth Path

RecruitUK; Wincanton; Hybrid; GBP 30,000 - 50,000; Part time

Benefits offered by this job

Flexible working

Career progression opportunities

Supportive team environment

Job summary

A forward-thinking financial planning company in Wincanton is seeking a Junior paraplanner. This role allows for flexible or part-time working and offers a positive work environment focused on growth. Responsibilities include understanding client financial situations, undertaking technical research, and preparing for meetings. Ideal candidates will have experience in a similar role, strong problem-solving skills, and the ability to work well under pressure. Competitive salary based on experience.

Qualifications

• Experience in a similar administrative or paraplanning role.
• Ability to handle technical questions and financial analysis.
• Great interpersonal skills for client interaction.

Responsibilities

• Understand client financial situations and propose solutions.
• Conduct technical research and prepare agendas for meetings.
• Attend client meetings and take minutes.

Skills

Numerate and can analyse statistics

Good understanding of compliance issues

Problem-solving skills

Technical analytical work

Friendly and team-oriented

Works well under pressure

Job description

A forward-thinking financial planning company in Wincanton is seeking a Junior paraplanner. This role allows for flexible or part-time working and offers a positive work environment focused on growth. Responsibilities include understanding client financial situations, undertaking technical research, and preparing for meetings. Ideal candidates will have experience in a similar role, strong problem-solving skills, and the ability to work well under pressure. Competitive salary based on experience.